Purchases and Sales Made in Q3 2023 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
35+ 0.66% |
$15K - $16.1K
|
5.31K
$3.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
35+ 4.52% |
$15K - $16.1K
|
810
$488K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
35+ 0.34% |
$15K - $16.1K
|
10.3K
$6.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
35+ 10.26% |
$15K - $16.1K
|
376
$226K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
34+ 0.4% |
$14.5K - $15.6K
|
8.51K
$5.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
34+ 7.16% |
$14.5K - $15.6K
|
509
$306K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
33+ 6.69% |
$14.1K - $15.2K
|
526
$317K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
33+ 0.15% |
$14.1K - $15.2K
|
22.4K
$13.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
32+ 0.62% |
$13.7K - $14.7K
|
5.23K
$3.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
30+ 1.39% |
$12.8K - $13.8K
|
2.19K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
30+ 0.96% |
$12.8K - $13.8K
|
3.14K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
30+ 0.95% |
$12.8K - $13.8K
|
3.2K
$1.92M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
30New |
$12.8K - $13.8K
|
30
$18.1K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
28+ 1.36% |
$12K - $12.9K
|
2.09K
$1.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
28+ 0.28% |
$12K - $12.9K
|
10.1K
$6.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
28+ 0.59% |
$12K - $12.9K
|
4.81K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
28+ 0.74% |
$12K - $12.9K
|
3.82K
$2.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
26+ 1.37% |
$11.1K - $12K
|
1.92K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
25+ 3.3% |
$10.7K - $11.5K
|
783
$471K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 0.39% |
$10.7K - $11.5K
|
6.49K
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
25+ 3.26% |
$10.7K - $11.5K
|
792
$477K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
24+ 0.43% |
$10.3K - $11K
|
5.59K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
24+ 0.6% |
$10.3K - $11K
|
4.01K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
BUY
|
- |
23+ 3.65% |
$9.84K - $10.6K
|
653
$393K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23+ 0.25% |
$9.84K - $10.6K
|
9.39K
$5.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
22+ 2.2% |
$9.41K - $10.1K
|
1.02K
$615K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
22+ 0.39% |
$9.41K - $10.1K
|
5.7K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
22+ 0.46% |
$9.41K - $10.1K
|
4.85K
$2.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
21+ 0.51% |
$8.98K - $9.66K
|
4.17K
$2.51M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
21+ 1.36% |
$8.98K - $9.66K
|
1.57K
$943K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
21New |
$8.98K - $9.66K
|
21
$12.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
21+ 0.8% |
$8.98K - $9.66K
|
2.65K
$1.6M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
21+ 0.62% |
$8.98K - $9.66K
|
3.39K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
20+ 3.88% |
$8.56K - $9.2K
|
535
$322K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
20+ 0.06% |
$8.56K - $9.2K
|
31.1K
$18.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
20+ 0.9% |
$8.56K - $9.2K
|
2.24K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
20+ 1.66% |
$8.56K - $9.2K
|
1.23K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
20+ 1.59% |
$8.56K - $9.2K
|
1.28K
$769K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
19+ 0.05% |
$8.13K - $8.74K
|
41.3K
$24.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
19+ 271.43% |
$8.13K - $8.74K
|
26
$15.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19+ 0.63% |
$8.13K - $8.74K
|
3.03K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
19+ 3.92% |
$8.13K - $8.74K
|
504
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
19+ 1.44% |
$8.13K - $8.74K
|
1.34K
$808K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
19+ 1.25% |
$8.13K - $8.74K
|
1.54K
$927K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
18+ 1.42% |
$7.7K - $8.28K
|
1.29K
$775K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
18+ 0.01% |
$7.7K - $8.28K
|
129K
$77.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
17+ 0.42% |
$7.27K - $7.82K
|
4.06K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17+ 1.06% |
$7.27K - $7.82K
|
1.62K
$973K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
17+ 1.42% |
$7.27K - $7.82K
|
1.21K
$729K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
16+ 0.4% |
$6.84K - $7.36K
|
4.07K
$2.45M
|